Robert
Celeste

Cetera Advisor Networks LLC

CRD#1034030
Investment Advisor
in San Diego, CA
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About this Advisor

Robert Celeste is a certified financial planner located in San Diego, California. Currently an advisor with Cetera Advisor Networks LLC, they have accrued an impressive 35 years of professional experience as a financial advisor. Celeste has a Series 63 license, certifying them as a securities broker. Celeste can work with clients in California and Texas. Over the course of their career, Celeste has held roles at Cetera Advisor Networks LLC and Financial Network Investment Corporation. Cetera Advisor Networks LLC is based out of San Diego, California, and has 850 additional brick-and-mortar locations in the United States. As a company, Cetera Advisor Networks LLC oversees $21 billion in assets throughout 75,665 accounts and retains more than 1,890 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 59,013 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 25% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Cetera Advisor Networks LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

35 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3131 Camino Del Rio N Ste 380
San Diego, CA 92108

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$18,099,125,377

CA Average: $7,578,581,321
Total Number of Employees

1,767

CA Average: 43
Total Number of Accounts

71,503

CA Average: 3,727
Average Account Size

$253,124

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Celeste Work History

Robert has 35 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

1983 - 2012 (29 years)

Financial Network Investment Corporation

Disclosures

Robert Celeste has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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